by Richard Perry and Jeff Schreifels | Aug 16, 2021 | Wealth Analysis, Wealth Data, Wealth Screening | Evaluation, Fundraising
“What is the most effective and efficient way to evaluate our database for giving potential if we don’t have wealth screening software?” That was the question posed to Jeff and me when we did a live Q & A of blog readers and Veritus Gift Academy alumni. The...
by Richard Perry and Jeff Schreifels | Apr 24, 2020 | pandemic, Pivoting, Planning | Evaluation, Fundraising, Management
There are just a TON of fundraising resources out there right now, about how to deal with the coronavirus crisis. I mean, everything from how to do virtual events to how to do your work from home, while you’re teaching your kids “new math,” while walking your...
by Richard Perry and Jeff Schreifels | Dec 5, 2022 | Bonuses, Compensation, Focus | Evaluation, Management, Money, Motivation
There’s something about money that, if you don’t watch it, it will grab hold of you and change you. Sometimes for good. Other times in ways you may not like. Money is not inherently bad. But it’s what it will do to you if you let it. That’s why the subject of paying...
by Richard Perry and Jeff Schreifels | Nov 13, 2019 | Bonuses, Compensation, Focus | Evaluation, Management, Motivation
There’s something about money that, if you don’t watch it, it will grab hold of you and change you. Sometimes for good. Other times in ways you may not like. Money is not inherently bad. But it’s what it will do to you if you let it. That’s why the subject of paying...
by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship
Part 1 of a 5-part series: The Mid-Year Major Gift Check Up List We’re approaching the middle of the calendar year, and now is a good time to check in on how you’re doing with the donors on your caseload. Why the middle of the calendar year? Because you’re a mere six...
by Richard Perry and Jeff Schreifels | Jan 2, 2019 | Evaluation, Measuring, Performance Evaluation, Performance Measurement, Rewarding Success | Accountability, Evaluation, Management, White Paper
We just finished 2018, and you’re keeping an eye on whether or not you and your staff have made their fundraising revenue goals. It can be a nail-biting time – or you can finally feel good that your plans have paid off. In either case, you’re going to be...